Episode Details

Nothing is certain but death and taxes … and Nvidia beating earnings. Global equity markets stormed to fresh all-time highs on Thursday following Nvidia’s blowout earnings report. The company added USD 277 billion to its market capitalisation yesterday alone, making this the biggest single-session gain in value of all time. The Nvidia-led optimism sent the S&P 500, Nasdaq 100 and Dow Jones indices to new all-time highs. However, all global equities benefited yesterday, with Europe also reaching new all-time highs. Luca Menozzi from Next Generation Research joins the show today to talk about the automation and robotics theme.

00:00 Introduction by Lucija Caculovic (Investment Writing)

00:24 Markets wrap-up by Jan Bopp (Investment Writing)

05:37 Automation and Robotics by Luca Menozzi (Next Generation Research)

09:02 Closing remarks by Lucija Caculovic (Investment Writing)

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